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Resolute Wealth Strategies’s UnitedHealth UNH Stock Holding History

Resolute Wealth Strategies’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$689K Sell
1,658
-374
-18% -$139K 0.27% 49
2026
Q1 		$550K Sell
2,032
-314
-13% -$93.5K 0.24% 57
2025
Q4 		$774K Sell
2,346
-112
-5% -$38K 0.34% 45
2025
Q3 		$849K Buy
2,458
+197
+9% +$59.6K 0.39% 42
2025
Q2 		$705K Sell
2,261
-9
-0.4% -$3.44K 0.38% 41
2025
Q1 		$1.19M Buy
2,270
+501
+28% +$256K 0.66% 28
2024
Q4 		$895K Sell
1,769
-44
-2% -$25K 0.46% 33
2024
Q3 		$1.06M Buy
1,813
+1
+0.1% +$566 0.55% 29
2024
Q2 		$923K Buy
1,812
+1
+0.1% +$490 0.53% 33
2024
Q1 		$896K Buy
1,811
+1
+0.1% +$508 0.54% 33
2023
Q4 		$953K Buy
1,810
+1
+0.1% +$533 0.65% 26
2023
Q3 		$912K Buy
1,809
+1
+0.1% +$492 0.68% 27
2023
Q2 		$869K Buy
1,808
+43
+2% +$21K 0.67% 28
2023
Q1 		$835K Buy
+1,765
New +$852K 0.71% 26

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Resolute Wealth Strategies's UNH Position: Q2 2026 in Review

Resolute Wealth Strategies reduced its UnitedHealth (UNH) stake by 18% in Q2 2026, selling an estimated $139K and leaving 1,658 shares worth $689K. The position accounts for 0.27% of the portfolio, ranked #49.

Resolute Wealth Strategies first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Resolute Wealth Strategies held 1,658 shares of UnitedHealth worth $689K as of Q2 2026.
  • Resolute Wealth Strategies sold 374 UnitedHealth shares in Q2 2026, an estimated $139K.
  • UnitedHealth made up 0.27% of Resolute Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Resolute Wealth Strategies first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Resolute Wealth Strategies's UnitedHealth position peaked at $1.19M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.